Larry Bell

I am a financial planning professional focused on helping families achieve economic freedom and create an enduring legacy.

Trinity Legacy Partners is an independent "fee-only" investment adviser registered with the Securities and Exchange Commission. We provide financial planning and dynamic wealth management to help families manage financial resources and empower them to experience lives of purpose and significance. I have over 25 years of experience in the wealth management industry including serving as President of BBVA Wealth Solutions and Market Executive for Bank of America Private Wealth Management in Houston. I am a CERTIFIED FINANCIAL PLANNER® (CFP®) and hold the Chartered Financial Consultant® (ChFC® ) designation from The American College, which is widely regarded as the highest standard for financial professionals who want to acquire the broad knowledge and skills necessary to provide comprehensive financial planning. I have also satisfied requirements of the Department of the U. S. Treasury – Internal Revenue Service to serve as an Enrolled Agent with unrestricted rights to represent taxpayers before all administrative levels of the Internal Revenue Service. I earned an MBA and BBA in Finance from Baylor University’s Hankamer School of Business. My family has lived in Houston for over forty years and I reviously served as Board President of LifeTree Counseling Center, Board Vice Chairman for the Houston READ Commission, and Board President of Main Street Theater.